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SPDR DoubleLine Total Return Tactical ETF
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Overview Fund Activity

320 hedge funds and large institutions have $2.14B invested in SPDR DoubleLine Total Return Tactical ETF in 2020 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 100 increasing their positions, 148 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
320
Holders Change
-7
Holders Change %
-2.14%
% of All Funds
7.07%
Holding in Top 10
46
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+31.43%
% of All Funds
1.02%
New
32
Increased
100
Reduced
148
Closed
35
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PWMG
Prestige Wealth Management Group
New Jersey
$30.4M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$26.2M
3
VNA
Valley National Advisers
Pennsylvania
$10.2M
4
VCP
Verus Capital Partners
Arizona
$7.55M
5
HFM
Hartford Financial Management
Connecticut
$8.68M

Top Sellers

1
AWS
AJ Wealth Strategies
New York
$4.53M
2
Morgan Stanley
Morgan Stanley
New York
$188M
3
PI
PFS Investments
Georgia
$0
4
SI
SimpliFi Inc
California
$4.41M
5
HI
Horizon Investments
North Carolina
$1.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
151
Faithward Advisors
Pennsylvania
$1.23M -$111K -2,322 -8%
CFG
152
Cooper Financial Group
California
$1.23M +$268K +5,589 +28%
CAG
153
Curtis Advisory Group
California
$1.22M -$308K -6,429 -20%
SC
154
Scotia Capital
Ontario, Canada
$1.21M -$7.96K -166 -0.7%
FFS
155
Founders Financial Securities
Maryland
$1.16M -$7.58M -158,077 -87%
SIA
156
SeaBridge Investment Advisors
New Jersey
$1.16M – – –
CAPTRUST Financial Advisors
157
CAPTRUST Financial Advisors
North Carolina
$1.1M -$151K -3,164 -12%
TSS
158
Two Sigma Securities
New York
$1.08M +$1.08M +22,460 New
OWA
159
Outlook Wealth Advisors
Texas
$1.07M +$1.07M +22,325 New
ATFA
160
All Terrain Financial Advisors
Minnesota
$1.04M +$638K +13,305 +157%
SFG
161
SNS Financial Group
Minnesota
$1.04M -$198K -4,123 -16%
JCM
162
Jacobi Capital Management
Pennsylvania
$1.04M +$80.1K +1,671 +8%
ECM
163
Evergreen Capital Management
Washington
$1.03M -$4.64M -96,856 -82%
HI
164
Horizon Investments
North Carolina
$1.02M -$23.9M -501,655 -96%
NCM
165
Next Capital Management
New York
$984K +$62.8K +1,310 +7%
AI
166
Atria Investments
North Carolina
$973K -$22.2K -463 -2%
AWM
167
Avitas Wealth Management
California
$968K -$62.9K -1,311 -6%
Truist Financial
168
Truist Financial
North Carolina
$962K -$332K -6,929 -26%
Mercer Global Advisors
169
Mercer Global Advisors
Colorado
$962K -$25.2K -526 -3%
FIM
170
Freedom Investment Management
Connecticut
$955K +$196K +3,970 +26%
VFPI
171
Vantage Financial Partners (Illinois)
Illinois
$929K +$16.8K +350 +2%
CA
172
Cornerstone Advisory
Maryland
$923K -$193K -4,016 -17%
AF
173
Allworth Financial
California
$921K +$10K +209 +1%
HIS
174
Harvest Investment Services
Illinois
$887K -$187K -3,912 -17%
OIA
175
OneDigital Investment Advisors
Kansas
$861K +$76.9K +1,587 +10%
5 6
7
8 9